Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 12,756 $2.09M 0.48% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,607 $2.06M 0.01% -19 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 12,473 $2.03M 0.02% -365 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 12,410 $2.03M 0.01% +105 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,419 $2.03M 0.05% +10,064 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 12,280 $2M 0.02% -350 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 12,253 $2M 0.56% -105 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 12,200 $1.99M 0.27% -198 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 12,200 $1.99M 0.56% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 12,187 $1.99M 0.01% -53,081 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,075 $1.97M 0.01% +11,862 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 11,975 $1.95M 0.42% -675 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 11,943 $1.95M 0.91% -190 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 11,908 $1.94M 0.15% +109 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,789 $1.92M 0.08% +317 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 11,712 $1.91M 0.08% -41,151 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,712 $1.91M 0.01% +4,431 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 11,702 $1.91M 0.04% 0 13F-HR Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 11,700 $1.91M 0.03% -300 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 11,631 $1.9M 0.37% 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 11,624 $1.9M 0.02% -1,494 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 11,297 $1.84M 0.06% +115 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 11,200 $1.83M 0.08% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,143 $1.82M 0.05% -7 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 11,072 $1.81M 0.6% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,010 $1.8M 0.14% -934 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 13,240 $1.78M 0.14% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,740 $1.77M 0.02% -135 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,837 $1.77M 0.05% +239 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 10,662 $1.74M 0.43% +129 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 10,509 $1.71M 0.05% +100 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 10,500 $1.71M 1.23% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,500 $1.71M 0.02% +500 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,487 $1.71M 0.03% -102 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,341 $1.69M 0.04% +1,330 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,372 $1.69M 0.01% -664 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,362 $1.69M 0.05% -130 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 11,256 $1.69M 0.01% -15,531 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 10,184 $1.66M 0.01% -14,400 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,131 $1.65M 0.14% +250 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,080 $1.65M 0.03% -98 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,072 $1.64M 1.05% 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 9,998 $1.63M 0.96% +440 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,833 $1.6M 0.02% -5 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,826 $1.6M 0.03% -149 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,803 $1.6M 0.03% +1,442 13F-HR/A Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,752 $1.59M 0.38% -40 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 9,649 $1.57M 0.13% +2 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,600 $1.57M 0.06% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,508 $1.55M 0.11% -12,491 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,483 $1.55M <0.01% -296 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,440 $1.54M 0.34% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,328 $1.52M 0.1% -225 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,288 $1.51M 0.03% +141 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,266 $1.51M 0.16% -210 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 9,150 $1.49M 0.25% -40 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,064 $1.48M 0.06% +800 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 9,003 $1.47M +566 Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 9,000 $1.47M 0.09% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,964 $1.46M 0.05% 0 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 8,940 $1.46M 0.51% +124 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,912 $1.45M 0.22% +193 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,826 $1.44M 0.34% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,808 $1.44M 0.09% +163 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,806 $1.44M 0.02% +4,806 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,777 $1.43M 0.18% -2,141 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,776 $1.43M 0.02% +205 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,652 $1.41M 0.07% -379 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,546 $1.39M 0.02% -886 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 8,428 $1.39M 0.48% +30 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,478 $1.38M 0.02% +281 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,417 $1.37M 0.28% -555 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,333 $1.36M 0.33% +2,854 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,078 $1.35M 0.02% -1,104 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,214 $1.34M 0.04% -80 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,213 $1.34M 0.09% -38 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,207 $1.34M 0.07% +3,792 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,203 $1.34M 0.37% +2,043 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 8,172 $1.33M <0.01% -538 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8,155 $1.33M 0.17% +3,584 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,082 $1.32M 0.21% +153 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,040 $1.32M 0.03% new 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,053 $1.31M 0.01% -101 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,000 $1.3M 0.05% -483 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,989 $1.3M 0.02% +1,348 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 7,953 $1.3M 0.02% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,920 $1.29M 0.01% +607 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,919 $1.29M 0.07% +667 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 7,903 $1.29M 0.03% -594 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 7,877 $1.28M 0.05% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,845 $1.28M 0.11% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,514 $1.28M 0.12% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,726 $1.26M <0.01% +345 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 7,720 $1.26M 0.1% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,701 $1.26M 0.49% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,646 $1.25M 0.01% -6,936 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 7,605 $1.24M <0.01% -22,629 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,592 $1.24M 0.05% +2,120 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,526 $1.23M 0.02% -80 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 7,526 $1.23M 1.17% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 7,430 $1.21M 0.75% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,376 $1.2M 0.02% -209 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 7,357 $1.2M 1.29% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,340 $1.2M 0.14% -132 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,318 $1.19M 0.02% -29 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,250 $1.18M 0.01% +698 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,197 $1.17M 0.04% -115 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,169 $1.17M 0.06% -195 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,161 $1.17M 0.07% -64 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 7,111 $1.16M 1.09% +490 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 7,095 $1.16M 0.08% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,972 $1.14M 0.16% +5,007 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,958 $1.14M 0.05% -39 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,702 $1.09M 0.01% +910 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,614 $1.09M 0.01% +684 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 6,625 $1.08M 0.76% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,575 $1.07M 0.29% -200 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,519 $1.06M 0.12% +900 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,506 $1.06M 0.01% +313 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,483 $1.06M 0.08% -16 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,483 $1.06M <0.01% +5,950 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,424 $1.05M 0.01% +750 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,415 $1.05M 0.38% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,410 $1.05M 0.06% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 6,400 $1.04M 0.07% -700 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,399 $1.04M <0.01% +277 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 6,395 $1.04M 0.06% -323 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,387 $1.04M 0.04% +4,299 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,359 $1.04M 0.03% -170 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,341 $1.03M 0.07% +2,643 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,108 $1.03M 0.01% +5,857 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,327 $1.03M 0.06% -100 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,238 $1.02M 0.27% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,223 $1.02M 0.04% -4,806 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 6,200 $1.01M <0.01% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 6,146 $1.01M 0.08% +12 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 6,150 $1M 0.01% 0 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,149 $1M 0.55% -322 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,098 $995K 0.03% -494 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,076 $991K 0.38% +1,686 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,123 $991K 0.07% +28 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,062 $989K <0.01% new 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 6,048 $986K 0.13% -235 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,046 $986K 0.1% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,041 $985K 0.02% -10,165 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,040 $985K 0.02% -740 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,992 $977K 0.01% -618 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,950 $971K 0.27% 0 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 5,900 $962K 0.27% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,874 $961K 0.02% +82 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,863 $956K 0.13% -134 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,795 $945K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,791 $945K 0.27% -105 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,763 $940K <0.01% -2,549 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,754 $939K 0.02% +1,151 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,750 $938K 0.02% +1,482 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,706 $931K 0.03% +1 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,701 $930K 0.07% -9 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 6,691 $929K 0.01% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,600 $913K 0.12% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,595 $913K 0.03% -6,525 13F-HR Timeline Group Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,540 $904K 0.44% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,532 $902K 0.15% -51 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,514 $899K 0.02% -2,555 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,477 $893K 0.02% +354 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,447 $888K 0.27% -34 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,445 $888K 0.01% +2,443 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,422 $885K 0.01% +1,242 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,409 $882K 0.01% -447 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,345 $872K 0.02% -149 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,334 $870K 0.08% -91 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,324 $868K 0.04% -4 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,237 $867K 0.04% +3,543 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,216 $865K <0.01% +120 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,288 $863K 0.01% +32 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,270 $860K 0.07% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,217 $854K 0.05% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,687 $853K 0.09% +5 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,816 $851K 0.06% -239 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 5,007 $848K 0.57% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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